15,000 Shares of UnitedHealth Group Incorporated $UNH Acquired by Montaka Global Pty Ltd

Montaka Global Pty Ltd acquired a new position in UnitedHealth Group Incorporated (NYSE:UNH) during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 15,000 shares of the healthcare conglomerate’s stock, valued at approximately $5,506,000. UnitedHealth Group comprises 2.2% of Montaka Global Pty Ltd’s investment portfolio, making the stock its 17th largest holding.

Other institutional investors and hedge funds have also bought and sold shares of the company. Wellington Altus USA Inc. grew its stake in UnitedHealth Group by 97.1% in the 2nd quarter. Wellington Altus USA Inc. now owns 67 shares of the healthcare conglomerate’s stock worth $28,000 after buying an additional 33 shares in the last quarter. Security National Bank of SO Dak purchased a new stake in shares of UnitedHealth Group during the 2nd quarter valued at $29,000. Nvwm LLC lifted its holdings in shares of UnitedHealth Group by 89.2% during the 3rd quarter. Nvwm LLC now owns 70 shares of the healthcare conglomerate’s stock worth $26,000 after acquiring an additional 33 shares during the last quarter. Aberdeen Wealth Management LLC bought a new stake in shares of UnitedHealth Group during the 2nd quarter worth $31,000. Finally, Compass Wealth Management LLC purchased a new position in UnitedHealth Group in the third quarter worth $29,000. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Trading Up 1.8%

NYSE UNH opened at $404.88 on Wednesday. UnitedHealth Group Incorporated has a 1-year low of $255.96 and a 1-year high of $461.62. The company has a current ratio of 0.74, a quick ratio of 0.74 and a debt-to-equity ratio of 0.66. The stock has a 50-day moving average of $390.98 and a 200-day moving average of $364.53. The firm has a market cap of $362.78 billion, a PE ratio of 23.12, a price-to-earnings-growth ratio of 1.44 and a beta of 0.51.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings results on Tuesday, October 13th. The healthcare conglomerate reported $4.69 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.14 by $0.55. The business had revenue of $112.72 billion for the quarter, compared to analyst estimates of $111.31 billion. UnitedHealth Group had a return on equity of 17.95% and a net margin of 3.53%. UnitedHealth Group’s revenue for the quarter was down .4% compared to the same quarter last year. During the same period last year, the company earned $2.59 EPS. UnitedHealth Group has set its FY 2026 guidance at 20.500- EPS. As a group, sell-side analysts forecast that UnitedHealth Group Incorporated will post 20.61 EPS for the current year.

UnitedHealth Group Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Investors of record on Monday, December 7th will be issued a dividend of $2.32 per share. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date is Monday, December 7th. UnitedHealth Group’s dividend payout ratio is currently 53.00%.

Wall Street Analyst Weigh In

A number of research firms recently commented on UNH. Sanford C. Bernstein reduced their target price on UnitedHealth Group from $512.00 to $500.00 and set an “outperform” rating on the stock in a research note on Wednesday, October 14th. Robert W. Baird cut their price objective on UnitedHealth Group from $453.00 to $427.00 and set a “neutral” rating for the company in a report on Wednesday, October 14th. Stephens set a $500.00 price objective on UnitedHealth Group in a research report on Friday, October 16th. DA Davidson set a $512.00 price objective on UnitedHealth Group in a report on Tuesday, July 21st. Finally, Argus boosted their target price on UnitedHealth Group from $400.00 to $470.00 and gave the stock a “buy” rating in a research report on Monday, July 20th. Twenty research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $463.93.

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of the stock in a transaction on Friday, August 21st. The shares were sold at an average price of $390.00, for a total transaction of $455,910.00. Following the completion of the sale, the chief executive officer owned 15,328 shares of the company’s stock, valued at $5,977,920. This represents a 7.09% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. 0.19% of the stock is owned by insiders.

UnitedHealth Group News Summary

Here are the key news stories impacting UnitedHealth Group this week:

• Positive Sentiment: UnitedHealth’s profits are reportedly improving despite fewer members and lower Optum Health sales, with higher margins and pricing discipline supporting the recovery. Medical-cost pressures remain a risk. Article: Leaner and Meaner: Are UNH’s Profits Getting Bigger?
• Neutral Sentiment: Madeline Bell, former CEO of Children’s Hospital of Philadelphia, joined UnitedHealth’s board. Her healthcare leadership adds experience, though the appointment alone may have limited near-term earnings impact. Article: Madeline Bell Joins UnitedHealth Group Board of Directors
• Neutral Sentiment: A proposed bill would give some ACA marketplace customers a special enrollment period if their provider leaves a plan’s network. It is not enacted, and the potential effect on UNH is uncertain. Article: Right to Re-Enroll Act of 2026
• Negative Sentiment: UnitedHealth plans to drop Medicare coverage in 140 counties and leave Wyoming. The pullback could reduce membership and revenue in affected markets, although exiting areas with unfavorable economics may help control costs. Article: UnitedHealth Group Will Drop Medicare Plans In 140 Counties And Leave Wyoming

About UnitedHealth Group

UnitedHealth Group is a diversified health care company that provides health benefits and health services through two main businesses: UnitedHealthcare and Optum. UnitedHealthcare offers health insurance and related benefit plans to individuals, employers and government programs, including Medicare and Medicaid. Optum provides services across the health care system, including care delivery, pharmacy services, pharmacy benefit management, health technology and data analytics. Its businesses serve consumers, health care providers, employers, health plans and government organizations.